- Umpqua Bank (Irvine, CA)
- …support regional revenue goals by creating and fostering a culture of exceptional client service , client relationship acquisition and growth. Engagement ... goals by creating and fostering a culture of exceptional client service and client relationship...deepen client relationships through the use of Client and Business Financial Reviews. + Provide… more
- T. Rowe Price (San Francisco, CA)
- …the economy and financial services industry + Strong consultative, client service , and relationship building skills + Strong interpersonal skills and ... existing advisors. ISCs can use a service associate role to perform some specific non- client ...MBA, CFA, CFP, CIMA + Extensive knowledge of the financial service industry + Previous intermediary experience… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Manager Position Overview: The Wealth Manager is responsible for managing client relationships, delivering financial planning services , and supporting ... and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth...a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory services . +… more
- Bank of America (Marina Del Rey, CA)
- …to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (Fullerton, CA)
- …to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (La Palma, CA)
- …extended hours as needed * Bilingual Spanish Required **Desired Qualifications:** * Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Umpqua Bank (Benicia, CA)
- …ensuring day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client ... coach other team members to deepen customer relationships using Client and Business Financial Review. + Develops...and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. + Acts as back… more
- Banfield Pet Hospital (Rancho Santa Margarita, CA)
- …Wellness Plans, and basic status of hospitalized pets. Serve as support to the Client Services Coordinator staff on an as-needed basis. + Hold or restrain ... and solve problems. Translates problems into practical solutions. + Client service skills - Consistently ensures the...vision, depth perception, and ability to adjust focus. + Associate is routinely exposed to a variety of pets… more
- VCA Animal Hospitals (Los Alamitos, CA)
- …administrative activities related to hospitals providing quality patient care and excellent client service , management of finances and accounting, marketing and ... have Manager experience min of 1-2 years. * Excellent client service skills. * Excellent telephone and...staff. * Check all transactions for accuracy and missed services through regular daily audits. Financial Management:… more
- Bank of America (Oakland, CA)
- …to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more